AIM
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Anchor Investment Management’s Phreesia PHR Stock Holding History

Anchor Investment Management’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Hold
10,000
– – 0.01% 481
2026
Q1 		$83.8K Buy
10,000
+5,000
+100% +$66.1K 0.01% 508
2025
Q4 		$84.6K Hold
5,000
– – 0.01% 518
2025
Q3 		$118K Buy
+5,000
New +$136K 0.01% 451

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Anchor Investment Management's PHR Position: Q2 2026 in Review

Anchor Investment Management held its Phreesia (PHR) position steady in Q2 2026 at 10,000 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #481.

Anchor Investment Management first reported a position in PHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $118K in Q3 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Anchor Investment Management held 10,000 shares of Phreesia worth $103K as of Q2 2026.
  • Anchor Investment Management left its Phreesia share count unchanged in Q2 2026.
  • Phreesia made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #481 holding.
  • Anchor Investment Management first reported a position in Phreesia in Q3 2025 and has held it in 4 quarters since.
  • Anchor Investment Management's Phreesia position peaked at $118K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.